Seamlessly connect your transaction management with accounting systems
Automate your financial data integration
Finance Bridge App is a SaaS service that bridges the gap between your organization's transaction management and CRM systems (such as Tessitura) and your accounting systems (such as SAP or Financial Edge).
FBA reads transaction raw data from your CRM system (e.g., Tessitura), applies your client-customized financial rules, and generates journal entries or general ledger (GL) entries that can be seamlessly imported into your accounting system.
Automatically extracts transaction data from Tessitura or other CRM systems, eliminating manual data entry and reducing errors.
Apply your organization's unique financial rules and mapping logic to ensure compliance with your accounting standards and policies.
Automatically generate properly formatted journal entries or general ledger (GL) transactions ready for import into SAP, Financial Edge, and other accounting platforms. Built-in reconciliation capabilities enable users to clearly trace each generated journal entry back to its underlying source transactions, ensuring full transparency. The process also incorporates robust controls to guarantee data accuracy, consistency, and audit readiness.
Process transactions in real-time or on a scheduled basis, ensuring your financial records are always up to date.
Built-in validation rules identify and flag potential issues before they reach your accounting system.
Comprehensive logging and tracking of all transactions and transformations for complete transparency and compliance.
FBA connects to your CRM system (e.g., Tessitura) and extracts transaction data automatically.
Your customized financial rules are applied to transform raw transactions into accounting entries.
Journal entries or GL transactions are generated in the format required by your accounting system.
Generated entries are imported into SAP, Financial Edge, or your chosen accounting platform.
Eliminate hours of manual data entry and reconciliation work.
Automated processing minimizes human error and improves accuracy.
SaaS model means no large upfront investment or maintenance costs.
Tailored to your organization's specific financial rules and requirements.
Real-time financial data enables better decision-making.
Enterprise-grade security and reliability you can trust.
As a Software-as-a-Service (SaaS) solution, FBA is offered through a flexible pay-as-you-go monthly subscription. Clients may start, modify, or cancel their subscription at any time. To support successful onboarding and ongoing use, we also provide optional training and configuration consulting services, available for a one-time, negotiable fee. To accommodate varying organizational needs, FBA is available in three distinct subscription plans.
Learn More About Pricing PlansOur typical implementation roadmap includes the following steps: first, configure your CRM or transaction system for integration with FBA. Next, apply for your FBA organizational account. Once the account is established, configure your financial rules within FBA to align with your accounting requirements. After configuration is complete, you can start using FBA to generate daily journal entries or GL data for seamless integration with your accounting system.
Sample Implementation RoadmapAs a Software-as-a-Service (SaaS) solution, FBA enables rapid onboarding. A client organization account is typically set up within one to two business days. Once the account is established, users can begin configuring their own financial rules tailored to their operational needs.
We provide comprehensive training and consulting services to support our clients throughout this process. Depending on the complexity and scope of the financial rules being implemented, configuration may take from several hours to several days.
Yes! We provide comprehensive training for your team as part of our implementation process, with ongoing support available.
We offer ongoing technical support, system updates, and consultation to ensure your solution continues to meet your needs.
Absolutely. We specialize in custom integrations and can adapt FBA to work with your specific systems and workflows.
Contact us to learn how FBA can transform your workflow.
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